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The Pocket Guide to Sales for Financial Advisors
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Pages: 174
Authors: Beverly D. Flaxington
Categories: Financial planners
Type: BOOK - Published: 2014-10 - Publisher: Ata Press

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Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advis
Storyselling for Financial Advisors
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Authors: Scott West
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Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the proce
Succession Planning for Financial Advisors
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Authors: David Grau, Sr.
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Type: BOOK - Published: 2014-06-02 - Publisher: John Wiley & Sons

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This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi
The Million-dollar Financial Advisor
Language: en
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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mill
Values-based Financial Planning
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Authors: Bill Bachrach
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Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to yo